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iShares Agency Bond ETF
AGZ

Overview Fund Activity

137 hedge funds and large institutions have $420M invested in iShares Agency Bond ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 20 closing their positions.

Holders
137
Holders Change
-7
Holders Change %
-4.86%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
14
Increased
39
Reduced
47
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
1
Faithward Advisors
Pennsylvania
$18M
2
Jane Street
2
Jane Street
New York
$7.64M
3
UBS Group
3
UBS Group
Switzerland
$8.33M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$31.9M
5
TPWA
5
TRUE Private Wealth Advisors
Oregon
$37.9M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$114K
2
BlackRock
2
BlackRock
New York
$6.27M
3
EWM
3
Executive Wealth Management
Michigan
$0
4
ACM
4
Andina Capital Management
Utah
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$302K
Name Market Value Shares Shares
Change 		Shares
Change %
TPCM
101
Templeton & Phillips Capital Management
Tennessee
$108K 1,008 – –
ATPW
102
Ashton Thomas Private Wealth
Arizona
$108K 1,000 +1,000 New
Kayne Anderson Rudnick Investment Management
103
Kayne Anderson Rudnick Investment Management
California
$86.2K 801 – –
GRP
104
Global Retirement Partners
California
$67.7K 629 -124 -16%
CIBC Private Wealth Group
105
CIBC Private Wealth Group
Georgia
$62.7K 580 – –
CYG
106
Clean Yield Group
Vermont
$58.8K 546 +22 +4%
CFGS
107
Concourse Financial Group Securities
Alabama
$55.7K 518 +2 +0.4%
PS
108
Principal Securities
Iowa
$52.3K 486 -90 -16%
DJSG
109
D.J. St. Germain
Massachusetts
$51.1K 475 – –
HI
110
Harbour Investments
Wisconsin
$48.7K 453 – –
WT
111
Whittier Trust
California
$47.5K 441 – –
SWC
112
Spectrum Wealth Counsel
Indiana
$32.3K 300 – –
National Bank of Canada
113
National Bank of Canada
Quebec, Canada
$32.2K 300 – –
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$27K 248 -37 -13%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$21.6K 200 – –
KFS
116
Kelly Financial Services
Massachusetts
$20.6K 191 +2 +1%
FVIM
117
Fort Vancouver Investment Management
Washington
$17.8K 165 +165 New
TFA
118
Toth Financial Advisory
Virginia
$16.1K 150 – –
AIP
119
Ameritas Investment Partners
Nebraska
$10.8K 100 – –
JHCP
120
Jackson Hole Capital Partners
Oklahoma
$10.5K 98 – –
FFA
121
Founders Financial Alliance
North Carolina
$10.5K 98 – –
HBW
122
Hazlett, Burt & Watson
West Virginia
$10K 90 – –
POIA
123
Pin Oak Investment Advisors
Texas
$10K 90 – –
LI
124
LRI Investments
Florida
$9.15K 85 – –
BWL
125
Bogart Wealth LLC
Virginia
$7.1K 66 – –
3 4
5
6 7